1. Topic: Progress in P2 on Common Vision and VCoE
David
APA
APARSEN Second Review Meeting
Luxembourg, 25–26 March 2013
Highlights of progress and achievements of the second period plus common vision and VCoE
With reviewers’ Q&A

2. WP11 WP11 is critical to the success of APARSEN
Task 1110 Creation of Virtual Centre of Excellence (lead STFC)
Task 1120 Common vision of digital preservation (lead APA)
Task 1130 Integration (lead APA)
This is a large and very important part of APARSEN
Key to the defragmentation and integration aims
VCoE is the long term home of the results of APARSEN
The work begun in APARSEN WILL/MUST be maintained and extended by the VCoE after the end of the project
Many are on-going e.g. GLOSSARY, SOFTWARE repository, TRAINING MATERIALS, …..
Common vision provides consistency and coherence and helps identify gaps
Integration allows all partners to contribute (small amounts of) effort – overlaps with Task 1120

3. Vision is linked into all research WPs
Integration
Integrated research, best practice, services, tools within
VCoE
Refine and integrate ideas
Spread Excellence
European Organisations and researchers
Vision
Embed research
Research
Research subset
Research integration
Formal qualifications
Training & awareness
Common tools & env
USA
Asia
Australisia etc
Internal sharing ideas
This may have been shown by Simon
Internal workshops

4. Creating the Common Vision of digital preservation
Work packages/ topics chosen pragmatically:
Not exhaustive
WPs based on existing problem areas recognised by APARSEN members
Topics based on natural groupings of these
Step by step cumulative integration
We recognise that we cannot cover everything.
The work packages are not an exhaustive coverage of digital preservation – not possible (in our judgement)
NOTE: What we are doing is set out in the DoW

5. E-Infrastructures (Interoperability and preservation)
APARSEN
E-Infrastructures (Interoperability and preservation)
COMMON VISION
Testing environment
HLEG Sci data e-Infr
GENESI-DR
Authenticity & Provenance
TRUST
Research provides tools and techniques which feed into e-infrastructure
PARSE.Insight
SCIDIP-ES
Universities & Research Institutes
Annotation, reputation & data quality
Peer review and 3rd party certification
DPC, nestor, STM, LIBER
SUSTAINABILITY
Vendors: IBM Tessella
Preservation services
Storage solutions
APARSEN
Network of Excellence
Virtual Centre
of Excellence
National libraries
Cost/benefit data & modelling
APA
Brokerage
Big science: CERN/MPI/ HA/STFC
Business cases
USABILITY
ESA LTDP
Industrial: Airbus, SMEs
Common tools
Interoperability & intelligibility
Integrated research, best practice, services, tools and training
European Organisations and researchers
Scalability
CASPAR
ACCESS
Identifiers & citability
PLANETS
SHAMAN
Data policies & governance
Formal qualifications
HLEG Digital Library
Digital rights
Briefly: COMMON VISION
There are many views/requirements about digital preservation:
Different organisations – Libraries, Vendors, Research, Academia
Different challenges – different preservation aims, different types of data
Digital preservation is a “sticky ball” or perhaps a better analogy is an elephant being examined by blind men (may need the elephant slide in reserve)
Cannot address everything at once
Broken into work packages
YOU WILL HEAR DETAILS ABOUT THE WPs LATER TODAY
Then integrate in “topics”
INTEGRATED TOPICS
Common vision allows coherent approaches to training and practice
APARSEN in brief
Create common vision for digital preservation research
de-fragment existing efforts in academia, commerce, research labs, libraries etc
RESEARCH SILOS
Training & awareness
USA
Asia
Australisia etc
Research (Digital Preservation)
See or

6. D11.1
On TRUST we published the TRUST brochure
WE also have held a face to face workshop associated with the All Hands Meeting to collect views on Digital Preservation
FIRST WORDLE: Collected various views from partners about important terms shown here
Also list of their research areas
SECOND WORDLE: Terms about important terms related to TRUST
SHEET: We took advantage of the meeting to draw a vision for the future (Remembering the Future) – which we will be working on further
ADDITIONAL webinar/workshop on Sustainability – exposing our ideas at the first step in integration

7. (A) (B) EVALUATE OPTIONS (C) INTEGRATE/ RECOMMEND (D) SPREAD & SUSTAIN
DEFINESCOPE
(B)
EVALUATE OPTIONS
(C)
INTEGRATE/ RECOMMEND
(D)
SPREAD & SUSTAIN
Trust that repository will be sustainable (for long enough)
Resources more likely to be supplied if trusted
Audit metrics being used to investigate scope
TRUST
Integrate TRUST
SUSTAINABILITY
Integrate SUSTAIN.
Integrate TRUST & SUSTAIN.
USABILITY
Integrate USABILITY
ACCESS
Integrate ACCESS
Integrate TRUST, SUSTAIN.
& USABILITY
Integrate TRUST, SUSTAIN.,
USABILITY & ACCESS
EVIDENCE
“In God we trust; all others must bring data”
Authenticity and Provenance important evidence in Audit & certification
Trustworthy Evidence (logs)
Crowd sourced evidence about quality
Stages of integration:
The general process: - understand the scope and the range of views
Look at the possibilities available for bringing ideas together
Don’t need to say a particular view is wrong
We have to be explicit about where it is right!
Integrate views together
Helps identify the gaps
TRUST:
application of provenance mapping and rules to tracing of authenticity evidence with large numbers of generations of large numbers of objects
secure logging, which is important in terms of confidence in the evidence which is presented, needs to be converted into a practical method
data quality, which is very far from being generally solved
Integrate
Underlying theme of evidence:
Audits – this keeps popping up
Provenance
What works
Spread excellence
Not enough to just create the deliverables!
Integrate a topic
Integrate with previous topics
You will see some examples of our ideas of the integration in the Topic presentations
Need to pick up the work from the WPs and continue in WP11
Think of the WP deliverables as the “bricks” and we need to provide the “mortar” to stick things together
WHO PAYS, HOW MUCH and WHY?
Business cases to justify supplying resources
Estimates of resources needed
Effective use of resources
Sharing costs through services

8. Creating the VCoE We are trying to build a sustainable VCoE will
Reduce risk by not starting from scratch near the end of the project
Instead we are building on an existing, self-sustaining organisation
Building began gradually at the start and now picking up momentum
initial seed ideas in workshops on Trust and Sustainability
addressing business model including details of what VCoE offers such as training, advice, and revenue streams
will
D11.2
We have held a webinar with several of the Centres of Competence to see what we can learn
Quotes:
For OPF: “Getting the OPF up and running proved to be hard work!” and
“The right business model and revenue mix were key to the sustainability of the OPF” and
“..it should be noted that not for profit is not the same as no margins as revenue must be increased and a reserve must be set aside.” and
“..a legal entity was required in order to engage in project work.”
From IMPACT: “..it is important to define a role in terms of where you can add value and in which field. Trust and mutual sympathy from within the project and good relationships as well as defining a sustainable business model are key to the success of a VCoE.” and
“…income is a mix of membership, paid services and projects…”
For VCC-3D “The transition to a legal entity is a challenge after the end of the project.” and
“Establishing a presence as a sustainable competence centre in the sector is taking time and it may be a ten year rather than a two year operation.”
IT IS A GREAT CHALLENGE TO CREATE A SELF-SUSTAINING Vow
AS DESCRIBED IN THE DOW WE AIM TO REDUCE THE RISK BY BUILDING ON AN EXISTING ORGANISATION
APA will change its Articles of Association
Take advantage of the existing membership, connections, we already share a web presence to make the transition to the Vow seamless
Picking up momentum by increasing the number of webinars and workshops in year 2 and more are planned in year 3

9. Building a business model
VALUE PROPOSITION
Inventory of skills
How to create business cases
SCIDIP-ES and other projects to provide tools to add value
Evaluation/rating of tools/services
Visibility for digital preservation—lobbying
Advice on how to add value
Qualifications (basic/intermediate/advanced)
What are your problems?
Data management planning
Data management training (approved? recommendation)
Training and qualifications for data scientists
Prestige through membership
Customisation of preservation tools and services
Training
Targetted workshops to find needs of big industry—what do they need to access?
Visibility for members of VCoE
Help for certification
Tool advice
Brokerage e.g. advice on outsourcing and services
Consultancy—need to understand problems
Building a business model
KEY ACTIVITIES
Training
Consultancy
Knowledge base
Community
CUSTOMER SEGMENTS
Big science facilities (as end users)
Big industry (as end users)
Publishers (as they get data)
Big libraries (as data holders)
Small/specialised libraries (holding data)
Organisations seeking to add value
Storage vendors as intermediaries
SMEs
KEY PARTNERS
APARSEN partners
Strategic partners
Project partners
KEY RESOURCES
Partner expertise
APARSEN generated
APA inherited
REVENUE STREAMS
Brokerage fees
Membership
Sponsorship
Consultancy and training fees
Based on advice from IMPACT centre: use Canvas from “Business Model Generation”
We have begun with some “seed ideas”
Workshop schedule in period 3
2013 Q1 Workshop to explore value proposition, customer segments with some ideas on revenue streams APRIL
2013 Q2 Workshop to explore key activities, key resources, key partners, customer relationships and channels
2013 Q3 Workshop to fine-tune value proposition and customer segments, balance cost structure and revenue streams and devise a proposition for a feasible model that will fit the APARSEN VCoE aims
2013 Q4 Complete blueprint for VCoE suitable for adoption by APA
From: Business Model Generation by Alexander Osterwalder

10. Preserve, maintain and extend project information in VCoE
Contributions to Knowledgebase
Common Vision
Consultancy
Community
Common standards
Workshops (internal & external)
External communications/ Liaisons
Testing environment
Authenticity & Provenance
Annotation, reputation & data quality
Peer review and 3rd party certification
Tools
Training
Preservation services
Storage solutions
Cost/benefit data & modelling
Business cases
Common tools
Services
Interoperability & intelligibility
There is vast expertise within consortium members which is not shown here but which we will be identifying over the next 2 years.
The research WPs contribute to the common vision
The common vision of digital preservation provides consistency and coherence of what we do and say
The specific outputs will contribute to VCoE capabilities – we have decided on the main headings (useful for way of presenting capabilities – broad-brush terms)
Training – from every research WP – YOU WILL HEAR ABOUT THIS TOMORROW
Community – inputs from common vision and workshops etc. Also common tools and business cases
Consultancy
About ways of successfully doing digital preservation
Tools
Services
Knowledgebase – all the outputs of the WPs
Scalability
Identifiers & citability
Data policies & governance
Digital rights
Preserve, maintain and extend project information in VCoE

11. Deliverables
D11.1 Report on a Common Vision of Digital Preservation – progress to Y2 (M26)
D11.2 Virtual Centre of Excellence development – progress to Y2 (M26)
D11.3 Report on a Common Vision of Digital Preservation – progress to Y3 (M36)
D11.4 Virtual Centre of Excellence development – progress to Y3 (M36)
D11.5 Report on a Common Vision of Digital Preservation (M48)
D11.6 Virtual Centre of Excellence development (M48)
A reminder of the sequence of deliverables – the first two are subject of this review
They report the progress we have made so far
Subsequent reports show how we advance in our aims – all the way to the blueprint for the VCoE

12. Achievements Gradually building integrated views
Seed ideas for business model canvas
Plan for filling in the details and creating the blueprint for VCoE
Participation by the whole consortium in the process for the VCoE
Links to other EU projects and community initiatives
Global links:
Research Data Alliance Preservation Working Group
“D21.1 is a fantastic resource for thinking about services”
“Information from Trust brochure will be very useful for WG”
Aligning National Approaches to Digital Preservation
Links:
talking to IMPACT,
Working closely with e.g. SCIDIP-ES
Interoperating with e.g. ORCID, DataCite
The breadth of our interest – all types of digitally encoded information – makes our task for difficult
2013 Q1 Workshop to explore value proposition, customer segments with some ideas on revenue streams
- will have to be APRIL
2013 Q2 Workshop to explore key activities, key resources, key partners, customer relationships and channels
2013 Q3 Workshop to fine-tune value proposition and customer segments, balance cost structure and revenue streams and devise a proposition for a feasible model that will fit the APARSEN VCoE aims
2013 Q4 Complete blueprint for VCoE suitable for adoption by APA

13. Next Steps Common vision Workshops on VCoE Integration Workshops
Continuing work to create “mortar” linking work packages
Workshops
to increase depth of penetration of ideas
into individual organisations
open discussions with wider audiences
publications including refereed papers
Workshops on VCoE
Following process to create business plan
Create the blueprint
Workshops on:
April: value proposition, customer segments with some ideas on revenue streams
May/June: key activities, key resources, key partners, customer relationships and channels
Aug/Sept: fine-tune value proposition and customer segments, balance cost structure and revenue streams and devise a proposition for a feasible model that will fit the APARSEN VCoE aims
Nov/Dec: complete blueprint for VCoE suitable for adoption by APA
Present our ideas “internally” – but wider than those who are active in APARSEN
Also expose ideas externally
The VCoE - details of progress will be presented on day 2

14. Network of Excellence